Fathom vs Jet Reports
operational reporting head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Monthly subscription tiered by company count and features | Quote-based |
| Deployment | Cloud | Cloud, On-premise |
| Company size | SMB, Mid-market | SMB, Mid-market |
| Stated ERP integrations | QuickBooks, Xero | Microsoft Dynamics 365 |
| Vendor | Fathom | insightsoftware |
Our take
Where Fathom leads
- Stronger evidenced coverage on 17 of the 27 capabilities where they differ (led by broad chart / visualization library and kpi tracking and alerts).
- Stated QuickBooks, Xero integration the alternative doesn't list.
Where Jet Reports leads
- Stronger evidenced coverage on 10 of the 27 capabilities where they differ (led by excel-native report building and drill-down to transaction detail).
- Stated Microsoft Dynamics 365 integration the alternative doesn't list.
Where they differ
The 27 capabilities (of 49 in the operational reporting taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| Excel-native report buildingReport Building & Design | Not evidenced | Core strength Reports built and edited directly in Excel using existing spreadsheet skills |
| Drill-down to transaction detailReport Building & Design | Not evidenced | Core strength Instant drill-down from report totals into underlying transaction detail |
| Broad chart / visualization libraryDashboards & Visualization | Core strength 90+ customisable chart types | Not evidenced |
| KPI tracking and alertsDashboards & Visualization | Core strength 50+ pre-built KPIs, custom formulas and threshold alerts | Not evidenced |
| 3-way forecastingBudgeting, Planning & Forecasting | Core strength 3-way forecasting across P&L, balance sheet and cash flow, up to 36 months | Not evidenced |
| Scenario / what-if modelingBudgeting, Planning & Forecasting | Core strength Goalseek what-if modelling, scenario planning and microforecasts for discrete events | Not evidenced |
| Cross-system consolidationMulti-Entity Consolidation | Core strength Combines entities on different accounting systems (Xero, QuickBooks, MYOB, Excel) into one group | Not evidenced Microsoft Dynamics family only (GP, NAV, Business Central) |
| AI-generated narrative commentaryAI & Automated Insights | Core strength AI Commentary Writer with traceability back to source numbers | Not evidenced |
| Natural-language report buildingAI & Automated Insights | Not evidenced | Core strength Report Assist builds reports and multi-table joins from natural-language prompts |
| Custom formula / calculation builderReport Building & Design | Supported Custom KPI formula builder referencing accounts and other KPIs | Not evidenced |
| Cross-process / cross-module reportingSelf-Service Analytics & Data Quality | Not evidenced | Supported Multi-table reports with automatic joins; access to 140+ data sources across ERP and CRM |
| Interactive dashboardsDashboards & Visualization | Not evidenced | Supported Embedded Power BI dashboards alongside financial reports |
| Presentation / boardroom modeDashboards & Visualization | Supported Presentation mode for sharing reports on screen in meetings | Not evidenced |
| Driver-based budgetingBudgeting, Planning & Forecasting | Supported Driver-based budget building | Not evidenced |
| Rolling forecastsBudgeting, Planning & Forecasting | Supported Rolling forecasts that update as actuals come in | Not evidenced |
| Multi-currency translationMulti-Entity Consolidation | Supported Multi-currency translation across 95+ currencies | Not evidenced |
| Intercompany eliminationsMulti-Entity Consolidation | Supported | Not evidenced |
| Automated anomaly & variance detectionAI & Automated Insights | Not evidenced | Supported Lineos Data Assist surfaces trends and anomalies automatically |
| White-labelled / branded outputDistribution & Collaboration | Supported White-labelled/branded report output | Not evidenced |
| Multi-format exportDistribution & Collaboration | Supported Export to Excel, CSV, PDF and image formats | Not evidenced |
| Mobile / browser accessDistribution & Collaboration | Not evidenced | Supported Reports Center web portal on mobile browsers; Excel Online plugin needs no desktop install |
| File / spreadsheet importData Connectivity & Integration | Supported Import financials from any accounting system via Excel template | Not evidenced |
| Drag-and-drop report builderReport Building & Design | Core strength Drag-and-drop report editor with a content library of charts, tables and statement blocks | Supported Drag-and-drop report builder for custom reports without IT help |
| Pre-built report templatesReport Building & Design | Supported Ready-made and custom report templates | Core strength 100+ pre-built report templates (income statement, balance sheet, cash flow) |
| Governed consolidation audit trailMulti-Entity Consolidation | Partial Manual adjustments supported; no explicit governed audit-trail claim | Not evidenced |
| Live / real-time data refreshData Connectivity & Integration | Supported Automated daily sync of financial data | Core strength Live, real-time connection with no manual export/import step |
| Unified data warehouse layerData Connectivity & Integration | Not evidenced | Partial Via companion product Jet Analytics, not built into Jet Reports itself |
Both grade identically on the other 22 capabilities — see each product's full profile: Fathom, Jet Reports.
Fathom vs Jet Reports — FAQs
Is Fathom or Jet Reports better for ERP integration?
They state different ERP coverage: Fathom lists QuickBooks, Xero; Jet Reports lists Microsoft Dynamics 365.
Which is cheaper, Fathom or Jet Reports?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what Fathom and Jet Reports should each cost you — and whether a third option belongs on your shortlist.